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US Quality Compounders, High ROE, Low Leverage (15 Holdings)
By Ricky Made 27 Apr 202615 companies
Key numbers
For the time range selected above.
- vs the S&P 500
- Average per year
- Biggest drop
- Ups and downs
About this portfolio
Companies with ROE above 25% and net debt to EBITDA below 1.5×, US-listed, 15 names.
- How much of each
- Weighted by roe
- Most in one company
- 10%
- Refreshed
- Once a year, next 27 Apr 2027
What’s inside
15 companies across 6 industries. The biggest is NVIDIA Corporation at 9.4%. No company can be more than 10%.
Percentages are target weights at the last rebalance.
Weighting: factorFactor: roeLimit per company: 10%Rebalance: annual
Company pages
Each company’s price history, and the other portfolios that hold it.
More detail
Everything else we know about this portfolio. Open any section to dig in.Pro view: every section is open. Switch to Simple at the top of the page to tidy them away.
Risk-adjusted returns for each company, what drove the results, and how the AI built this portfolio are in Pro view.
The Sharpe ratio for each company, a suggested re-weighting and what drove the returns come with the Pro plan.
See ProAbout US Quality Compounders, High ROE, Low Leverage (15 Holdings)
What stocks are in US Quality Compounders, High ROE, Low Leverage (15 Holdings)?
It holds 15 companies. The largest are NVIDIA Corporation (NVDA), KLA Corporation (KLAC), GE Vernova Inc. (GEV), Lam Research Corporation (LRCX) and Visa Inc. (V), followed by NFLX, GE, KO, MU and AMAT. Most of the money is in technology, industrials and financial services.
How has US Quality Compounders, High ROE, Low Leverage (15 Holdings) performed?
−1.0% since it was made, +33.5% over the past year against +14.4% for the S&P 500, +406.0% over five years in the backtest. Results before the creation date are simulated from real past prices and leave out fees and taxes. Past performance is not a guide to the future.
How is US Quality Compounders, High ROE, Low Leverage (15 Holdings) weighted?
Shares are tilted towards companies that score higher on the chosen measure. No company can be more than 10% of the portfolio. The biggest holding is NVIDIA Corporation (NVDA) at 9.4%.
Can I invest in US Quality Compounders, High ROE, Low Leverage (15 Holdings)?
It is not a fund you can buy. It is a list of shares you can buy yourself at your broker, and Arithmos shows you how for more than 40 brokers, or creates it as a Trading 212 pie. Arithmos is a research tool, not investment advice.
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Discussion
Results before a portfolio’s creation date are simulated from real historical prices and don’t include fees, taxes or trading costs. How we calculate performance. Nothing here is investment advice.
